Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.